Demo workflow · Contractors & home services

Contractor quote follow-up workflow

A simple system for turning scattered quote requests from phone, text, Facebook, or a website form into a clear job summary, missing-info questions, customer follow-up, and owner checklist.

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Problem

Quote requests arrive with incomplete details. Owners lose time chasing basics, customers wait too long, and good jobs fall through the cracks.

ClearFlow output

Structured intake fields
Internal job summary
Missing-info checklist
Follow-up text/email draft
48-hour owner reminder checklist

Works best when

Requests arrive from multiple channels
Details are often missing
Owner approves final quotes/messages

Example input and output

Input

Customer: Maria Lopez
Location: Kissimmee, FL
Job type: Fence repair after storm
Timeline: This week if possible
Photos: Sent by text
Notes: Wants estimate, unsure if repair or full section replacement.

Output

Internal summary:
Maria in Kissimmee needs fence repair reviewed after storm damage. Timeline is this week if available. Photos were sent by text. Scope may be repair or section replacement.

Missing info:
- Confirm address/service area.
- Ask approximate fence length affected.
- Ask material type and access details.

Customer follow-up:
Hi Maria — thanks for reaching out about the fence repair. I have the photos and can start reviewing it. Can you send the property address and an estimate of how much fence is damaged?

Guardrail

This workflow does not quote a final price or promise availability unless the business owner provides and approves that information.

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Related workflows

Real estate lead follow-up

Lead summaries and safe next steps.

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Meeting notes to tasks

Decisions, owners, dates, and recap email.

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